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Charles Schwab

1,878 hedge funds and large institutions have $110B invested in Charles Schwab in 2024 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 685 increasing their positions, 787 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,878
Holders Change
+14
Holders Change %
+0.75%
% of All Funds
27.31%
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.13%
New
154
Increased
685
Reduced
787
Closed
112
Calls
$1.53B
Puts
$2.05B
Net Calls
-$515M
Net Calls Change
+$247M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
976
Fruth Investment Management
Texas
$1.1M -$7.37K -100 -0.7%
NCM
977
Neumann Capital Management
California
$1.1M
EWM
978
Elmwood Wealth Management
California
$1.1M +$1.77K +24 +0.2%
RA
979
RiverPark Advisors
New York
$1.1M -$119K -1,618 -10%
AIMCA
980
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.1M -$1.4M -19,000 -56%
P
981
&Partners
Tennessee
$1.1M +$810K +10,997 +283%
WPW
982
Waldron Private Wealth
Pennsylvania
$1.09M -$36.8K -500 -3%
CTC
983
Central Trust Company
Missouri
$1.09M -$932K -12,649 -46%
NB
984
Nicolet Bankshares
Wisconsin
$1.09M -$30.8K -418 -3%
SIAG
985
Signet Investment Advisory Group
Rhode Island
$1.08M -$53.8K -730 -5%
CC
986
Chicago Capital
Illinois
$1.07M +$1.07M +14,557 New
UCI
987
Uncommon Cents Investing
Wisconsin
$1.07M -$23.3K -316 -2%
PAS
988
Point72 Asia (Singapore)
Singapore
$1.07M +$1.07M +14,503 New
WPC
989
Wedmont Private Capital
Pennsylvania
$1.06M +$69.8K +926 +7%
AWA
990
Aaron Wealth Advisors
Illinois
$1.06M +$68.9K +935 +7%
PFS
991
Prospera Financial Services
Texas
$1.06M -$16K -217 -1%
TFA
992
Tranquilli Financial Advisor
New Jersey
$1.06M -$23.4K -319 -2%
NS
993
NBC Securities
Alabama
$1.06M +$53.5K +726 +5%
BMCM
994
Burns Matteson Capital Management
New York
$1.05M -$80.2K -1,089 -7%
Koshinski Asset Management
995
Koshinski Asset Management
Illinois
$1.05M +$282K +3,789 +37%
SLI
996
Sumitomo Life Insurance
Japan
$1.05M -$132K -1,789 -11%
HFS
997
Howard Financial Services
Texas
$1.04M -$71.9K -976 -6%
TNB
998
Thomasville National Bank
Georgia
$1.03M +$31.7K +430 +3%
SFS
999
Sowell Financial Services
Arkansas
$1.03M -$152K -2,064 -13%
SC
1000
Skylands Capital
Wisconsin
$1.03M -$1.43M -19,350 -58%